This feature allows businesses to add, customize, and organize specific data fields for their sales opportunities, offering flexibility and precision in tracking potential sales or tasks. It enables the inclusion of unique data points specific to business operations or sales processes, such as project deadlines, product specifications, and client preferences. Additionally, businesses can categorize these custom fields into various folders for an organized and streamlined view, with an option to hide empty fields for a cleaner visual of opportunity cards.
Sales Deadlines: Create custom fields for each opportunity's sales closing date.
Sales Stages: Differentiate between various sales stages.
Product Details: Track specific product or service details.
Client Preferences: Note client-specific preferences or needs.
Lead Source: Identify where leads originate (e.g., referrals, social media).
Customer's Budget: Include a field for the client's budget or expenditure capability.
Likelihood of Conversion: Indicate the probability of a sale.
Next Follow-Up Date: Schedule future client interactions.
Associated Campaigns: Link opportunities to specific marketing campaigns.
Client's Industry or Occupation: Understand client needs better.
Access Settings: Locate the settings for creating custom fields on your sub-account's settings page.
Create Custom Fields: Under settings, navigate to 'Custom Fields' and select 'Add Field' or 'Create Field'.
Define Your Fields: Choose 'Opportunity' as your object and define your custom field type (e.g., single-line text, number, dropdown). Assign a relevant name like 'Project Start Date' or 'Sales Stage'.
Field Types: Options include Text Input, Single Line, Multi-Line, Text Box List, Values, Number, Phone, Monetary, Dropdown, Radio Select, Checkbox, Date Picker, and Signature.
Custom Folders: Group custom fields into folders for better organization. Create a new folder in 'Custom Fields' and select 'Opportunity' as its object.
Use Custom Fields: These fields appear in the 'Opportunities' section when creating or editing an opportunity.
Hide Empty Fields: Activate the 'Hide Empty Fields' feature to streamline the view of your opportunity data.
